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Showing 351 - 355 of 355 results for "Advice practices"

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
... different age groups to ensure their practices attracted clients. "We have a major project that's across all the AXA advice practices to look at what we do need to do and how we can implement it. That's how seriously we're taking it," said Manion.

BT Wrap to offer short form insurance

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
... notified of the enhancement through the wrap platform's desktop news service and product fliers will also be sent to advice practices.

Snowball rolls up three advice practices

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Financial services group, Snowball has purchased a fixed proportion of business and revenue from three undisclosed Sydney based financial planning practices, adding almost $200 million in funds under advice to the group. This follows Snowball's purchase ...

AXA to help advisers with succession strategies

... initiative comes in response to a report that revealed nearly half of the principals running their own financial advice practices plan to exit the industry after five years. According to a Business Health survey, nearly half of the principals running ...

Investor Group buys Adelaide boutique practice

... currently has funds under advice across the group of $5 billion, through its more than 25 accounting and financial advice practices and 100 advisers with this deal further enhancing the place of Prescott Consultants as the largest full service advisory ...